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HomeMy WebLinkAboutRFP - 7075 HOME EFFICIENCY PROGRAMf Financial Services City o s Purchasing Division N. Mason St. 2nd Floor F6�tCollins PO Box 580 Fo215 Fort Collins, CO 80522 ��,,Purchasinj- 970.221.6775 970.221.6707 fcgov.com/Purchasing REQUEST FOR PROPOSAL HOME EFFICIENCY PROGRAM Fort Collins Utilities (Utilities) is seeking proposals from service providers specializing in residential energy and water audits. The purpose of this process is to retain the services of one or more providers, based on qualifications, pricing and capacity. Utilities anticipates hiring the minimum number of qualified service providers to meet Program goals (up to five), working under contract to the City of Fort Collins Utilities. Written proposals, five (5) will be received at the City of Fort Collins' Purchasing Division, 215 North Mason St., 2nd floor, Fort Collins, Colorado 80524. Proposals will be received before 3:00 p.m. (our clock), September 23, 2009. Proposal No. 7075. If delivered, they are to be sent to 215 North Mason Street, 2" Floor, Fort Collins, Colorado 80524. If mailed, the address is P.O. Box 580, Fort Collins, 80522- 0580. Questions concerning the scope of the project should be directed to Project Manager Amber DeNooy, Energy Services Program Coordinator, (970) 221-6720. Questions regarding bid submittal or process should be directed to Opal Dick, CPPO, Senior Buyer, (970)221-6778. A copy of the Proposal may be obtained as follows: Download the Proposal/Bid from the BuySpeed Webpage, www.fcgov.com/eprocurement Come by Purchasing at 215 North Mason St., 2nd floor, Fort Collins, and request a copy of the Bid. The City of Fort Collins is subject to public information laws, which permit access to most records and documents. Proprietary information in your response must be clearly identified and will be protected to the extent legally permissible. Proposals may not be marked 'Proprietary' in their entirety. Information considered proprietary is limited to material treated as confidential in the normal conduct of business, trade secrets, discount information, and individual product or service pricing. Summary price information may not be designated as proprietary as such information may be carried forward into other public documents. All provisions of any contract resulting from this request for proposal will be public information. Sales Prohibited/Conflict of Interest: No officer, employee, or member of City Council, shall have a financial interest in the sale to the City of any real or personal property, equipment, material, supplies or services where such officer or employee exercises directly or indirectly any decision -making authority concerning such sale or any supervisory authority over the services to be rendered. This rule also applies to subcontracts with the City. Soliciting or accepting any gift, gratuity favor, entertainment, kickback or any items of monetary value from any person who has or is seeking to do business with the City of Fort Collins is prohibited. Collusive or sham proposals: Any proposal deemed to be collusive or a sham proposal will be rejected and reported to authorities as such. Your authorized signature of this proposal assures that such proposal is genuine and is not a collusive or sham proposal. The City of Fort Collins reserves the right to reject any and all proposals and to waive any irregularities or informalities. Sincerely, James B. O'Neill II, CPPO, FNIGP Director of Purchasing & Risk Management SERVICES AGREEMENT THIS AGREEMENT made and entered into the day and year set forth below by and between THE CITY OF FORT COLLINS, COLORADO, a Municipal Corporation, hereinafter referred to as the "City" and , hereinafter referred to as "Service Provider". WITNESSETH: In consideration of the mutual covenants and obligations herein expressed, it is agreed by and between the parties hereto as follows: 1. Scope of Services. The Service Provider agrees to provide services in accordance with the scope of services attached hereto as Exhibit "A", consisting of pages and incorporated herein by this reference. 2. The Work Schedule. [Optional] The services to be performed pursuant to this Agreement shall be performed in accordance with the Work Schedule attached hereto as Exhibit "B", consisting of ( ) pages, and incorporated herein by this reference. 3. Time of Commencement and Completion of Services. The services to be performed pursuant to this Agreement shall be initiated within ( ) days following execution of this Agreement. Services shall be completed no later than Time is of the essence. Any extensions of the time limit set forth above must be agreed upon in a writing signed by the parties. 4. Contract Period. This Agreement shall commence 200 and shall continue in full force and effect until , 200 , unless sooner terminated as herein provided. In addition, at the option of the City, the Agreement may be extended for additional one year periods not to exceed four (4) additional one year periods. Renewals and pricing changes shall be negotiated by and agreed to by both parties. The Denver Boulder Greeley CPIU published by the Colorado State Planning and Budget Office will be used as a guide. U SA rev07/09 Written notice of renewal shall be provided to the Service Provider and mailed no later than ninety (90) days prior to contract end. 5. Delay. If either party is prevented in whole or in part from performing its obligations by unforeseeable causes beyond its reasonable control, and without its fault or negligence, then the party so prevented shall be excused from whatever performance is prevented by such cause. To the extent that the performance is actually prevented, the Service Provider must provide written notice to the City of such condition within fifteen (15) days from the onset of such condition. 6. Early Termination by City/Notice. Notwithstanding the time periods contained herein, the City may terminate this Agreement at any time without cause by providing written notice of termination to the Service Provider. Such notice shall be delivered at least fifteen (15) days prior to the termination date contained in said notice unless otherwise agreed in writing by the parties. All notices provided under this Agreement shall be effective when mailed, postage prepaid and sent to the following addresses: City: Copy to: Service Provider: City of Fort Collins City of Fort Collins Attn: Purchasing Attn: PO Box 580 PO Box 580 Fort Collins, CO 80522 Fort Collins, CO 80522 In the event of early termination by the City, the Service Provider shall be paid for services rendered to the date of termination, subject only to the satisfactory performance of the Service Provider's obligations under this Agreement. Such payment shall be the Service Provider's sole right and remedy for such termination. 7. Contract Sum. The City shall pay the Service provider for the performance of this Contract, subject to additions and deletions provided herein, per the attached Exhibit "A", consisting of pages, and incorporated herein by this reference. 8. City Representative. The City will designate, prior to commencement of the work, its representative who shall make, within the scope of his or her authority, all necessary IF SA rev07/09 and proper decisions with reference to the services provided under this agreement. All requests concerning this agreement shall be directed to the City Representative. 9. Independent Service provider. The services to be performed by Service Provider are those of an independent service provider and not of an employee of the City of Fort Collins. The City shall not be responsible for withholding any portion of Service Provider's compensation hereunder for the payment of FICA, Workmen's Compensation or other taxes or benefits or for any other purpose. 10. Personal Services. It is understood that the City enters into the Agreement based on the special abilities of the Service Provider and that this Agreement shall be considered as an agreement for personal services. Accordingly, the Service Provider shall neither assign any responsibilities nor delegate any duties arising under the Agreement without the prior written consent of the City. 11. Acceptance Not Waiver. The City's approval or acceptance of, or payment for any of the services shall not be construed to operate as a waiver of any rights or benefits provided to the City under this Agreement or cause of action arising out of performance of this Agreement. 12. Warranty. a. Service Provider warrants that all work performed hereunder shall be performed with the highest degree of competence and care in accordance with accepted standards for work of a similar nature. b. Unless otherwise provided in the Agreement, all materials and equipment incorporated into any work shall be new and, where not specified, of the most suitable grade of their respective kinds for their intended use, and all workmanship shall be acceptable to City. C. Service Provider warrants all equipment, materials, labor and other work, provided under this Agreement, except City -furnished materials, equipment and labor, against defects and nonconformance in design, materials and workmanship/workwomanship for a 12 SA rev07/09 period beginning with the start of the work and ending twelve (12) months from and after final acceptance under the Agreement, regardless whether the same were furnished or performed by Service Provider or by any of its subcontractors of any tier. Upon receipt of written notice from City of any such defect or nonconformance, the affected item or part thereof shall be redesigned, repaired or replaced by Service Provider in a manner and at a time acceptable to City. 13. Default. Each and every term and condition hereof shall be deemed to be a material element of this Agreement. In the event either party should fail or refuse to perform according to the terms of this agreement, such party may be declared in default thereof. 14. Remedies. In the event a party has been declared in default, such defaulting party shall be allowed a period of ten (10) days within which to cure said default. In the event the default remains uncorrected, the party declaring default may elect to (a) terminate the Agreement and seek damages; (b) treat the Agreement as continuing and require specific performance; or (c) avail himself of any other remedy at law or equity. If the non -defaulting party commences legal or equitable actions against the defaulting party, the defaulting party shall be liable to the non -defaulting party for the non -defaulting party's reasonable attorney fees and costs incurred because of the default. 15. Binding Effect. This writing, together with the exhibits hereto, constitutes the entire agreement between the parties and shall be binding upon said parties, their officers, employees, agents and assigns and shall inure to the benefit of the respective survivors, heirs, personal representatives, successors and assigns of said parties. 16. Indemnity/Insurance. a. The Service Provider agrees to indemnify and save harmless the City, its officers, agents and employees against and from any and all actions, suits, claims, demands or liability of any character whatsoever brought or asserted for injuries to or death of any person or 13 SA rev07/09 persons, or damages to property arising out of, result from or occurring in connection with the performance of any service hereunder. b. The Service Provider shall take all necessary precautions in performing the work hereunder to prevent injury to persons and property. c. Without limiting any of the Service Provider's obligations hereunder, the Service Provider shall provide and maintain insurance coverage naming the City as an additional insured under this Agreement of the type and with the limits specified within Exhibit B, consisting of one (1) page, attached hereto and incorporated herein by this reference. The Service Provider before commencing services hereunder, shall deliver to the City's Director of Purchasing and Risk Management, P. O. Box 580, Fort Collins, Colorado 80522 one copy of a certificate evidencing the insurance coverage required from an insurance company acceptable to the City. 17. Entire Agreement. This Agreement, along with all Exhibits and other documents incorporated herein, shall constitute the entire Agreement of the parties. Covenants or representations not contained in this Agreement shall not be binding on the parties. 18. Law/Severability. The laws of the State of Colorado shall govern the construction interpretation, execution and enforcement of this Agreement. In the event any provision of this Agreement shall be held invalid or unenforceable by any court of competent jurisdiction, such holding shall not invalidate or render unenforceable any other provision of this Agreement. 19. Prohibition Against Employing Illegal Aliens. Pursuant to Section 8-17.5-101, C.R.S., et. seq., Service Provider represents and agrees that: a. As of the date of this Agreement: 1. Service Provider does not knowingly employ or contract with an illegal alien who will perform work under this Agreement; and in 2. Service Provider will participate in either the e-Verify program created 14 SA rev07/09 Public Law 208, 104th Congress, as amended, and expanded in Public Law 156, 108th Congress, as amended, administered by the United States Department of Homeland Security (the "e-Verify Program") or the Department Program (the "Department Program"), an employment verification program established pursuant to Section 8-17.5-102(5)(c) C.R.S. in order to confirm the employment eligibility of all newly hired employees to perform work under this Agreement. b. Service Provider shall not knowingly employ or contract with an illegal alien to perform work under this Agreement or knowingly enter into a contract with a subcontractor that knowingly employs or contracts with an illegal alien to perform work under this Agreement. c. Service Provider is prohibited from using the e-Verify Program or Department Program procedures to undertake pre -employment screening of job applicants while this Agreement is being performed. d. If Service Provider obtains actual knowledge that a subcontractor performing work under this Agreement knowingly employs or contracts with an illegal alien, Service Provider shall: 1. Notify such subcontractor and the City within three days that Service Provider has actual knowledge that the subcontractor is employing or contracting with an illegal alien; and 2. Terminate the subcontract with the subcontractor if within three days of receiving the notice required pursuant to this section the subcontractor does not cease employing or contracting with the illegal alien; except that Service Provider shall not terminate the contract with the subcontractor if during such three days the subcontractor provides information to establish that the subcontractor has not knowingly employed or contracted with an illegal alien. e. Service Provider shall comply with any reasonable request by the Colorado Department of Labor and Employment (the "Department") made in the course of an i&7 SA rev07/09 investigation that the Department undertakes or is undertaking pursuant to the authority established in Subsection 8-17.5-102 (5), C.R.S. f. If Service Provider violates any provision of this Agreement pertaining to the duties imposed by Subsection 8-17.5-102, C.R.S. the City may terminate this Agreement. If this Agreement is so terminated, Service Provider shall be liable for actual and consequential damages to the City arising out of Service Provider's violation of Subsection 8-17.5-102, C.R.S. g. The City will notify the Office of the Secretary of State if Service Provider violates this provision of this Agreement and the City terminates the Agreement for such breach. 20. Amendment 54 To the extent that this Agreement may constitute a "sole source government contract" within the meaning of Section 2(14.4) of Article XXVIII of the constitution of the State of Colorado, about which the City makes no representation, Section 15 of said Article XXVIII, which reads as follows, is hereby incorporated into this Agreement and made a part hereof: Section 15. Because of a presumption of impropriety between contributions to any campaign and sole source government contracts, contract holders shall contractually agree, for the duration of the contract and for two years thereafter, to cease making, causing to be made, or inducing by any means, a contribution, directly or indirectly, on behalf of the contract holder or on behalf of his or her immediate family member and for the benefit of any political party or for the benefit of any candidate for any elected office of the state (of Colorado) or any of its political subdivisions. 21. Red Flags Rules. Service Provider must implement reasonable policies and procedures to detect, prevent and mitigate the risk of identity theft in compliance with the Identity Theft Red Flags Rules found at 16 Code of Federal Regulations part 681. Further, Service Provider must take appropriate steps to mitigate identity theft if it occurs with one or more of the City's covered accounts. C[61 SA rev07/09 22. Special Provisions. [Optional] Special provisions or conditions relating to the services to be performed pursuant to this Agreement are set forth in Exhibit " ", consisting of ( ) pages, attached hereto and incorporated herein by this reference 17 SA rev07/09 ATTEST: City Clerk APPROVED AS TO FORM: Assistant City Attorney CITY OF FORT COLLINS, COLORADO a municipal corporation By: James B. O'Neill II, CPPO, FNIGP Director of Purchasing and Risk Management Date: By: PRINT NAME CORPORATE PRESIDENT OR VICE PRESIDENT Date: ATTEST: (Corporate Seal) CORPORATE SECRETARY 18 SA rev07/09 EXHIBIT B INSURANCE REQUIREMENTS 1. The Service Provider will provide, from insurance companies acceptable to the City, the insurance coverage designated hereinafter and pay all costs. Before commencing work under this bid, the Service Provider shall furnish the City with certificates of insurance showing the type, amount, class of operations covered, effective dates and date of expiration of policies, and containing substantially the following statement: "The insurance evidenced by this Certificate will not be cancelled or materially altered, except after ten (10) days written notice has been received by the City of Fort Collins." In case of the breach of any provision of the Insurance Requirements, the City, at its option, may take out and maintain, at the expense of the Service Provider, such insurance as the City may deem proper and may deduct the cost of such insurance from any monies which may be due or become due the Service Provider under this Agreement. The City, its officers, agents and employees shall be named as additional insured on the Service Provider's general liability and automobile liability insurance policies for any claims arising out of work performed under this Agreement. 2. Insurance coverages shall be as follows: A. Workers' Compensation & Employer's Liability. The Service Provider shall maintain during the life of this Agreement for all of the Service Provider's employees engaged in work performed under this agreement: Workers' Compensation insurance with statutory limits as required by Colorado law. 2. Employer's Liability insurance with limits of $100,000 per accident, $500,000 disease aggregate, and $100,000 disease each employee. B. Commercial General & Vehicle Liability. The Service Provider shall maintain during the life of this Agreement such commercial general liability and automobile liability insurance as will provide coverage for damage claims of personal injury, including accidental death, as well as for claims for property damage, which may arise directly or indirectly from the performance of work under this Agreement. Coverage for property damage shall be on a "broad form" basis. The amount of insurance for each coverage, Commercial General and Vehicle, shall not be less than $500,000 combined single limits for bodily injury and property damage. In the event any work is performed by a subcontractor, the Service Provider shall be responsible for any liability directly or indirectly arising out of the work performed under this Agreement by a subcontractor, which liability is not covered by the subcontractor's insurance. SA rev07/09 19 REQUEST FOR PROPOSAL HOME EFFICIENCY PROGRAM 1. Background In response to aggressive goals in recently adopted City policies (see the Climate Action Plan at http://www.fcgov.com/climateprotection/pdf/climate action plan.pdf, the Energy Policy at http://www.fcgov.com/electric/pdf/energy-poIicy.pdf, and the Water Conservation Plan at http://www.fcgov.com/water/pdf/conservation-plan.pdf), Fort Collins Utilities (Utilities) is significantly enhancing the programs it offers to residential customers in the areas of energy and water conservation. The focus of these programs is installed improvements that deliver energy and water savings, while in many cases also providing other homeowner benefits. The programs are designed to meet consumer needs for credible information and guidance, skilled and trusted contractors, affordable cost to participate and services that are easy to access. Utilities is designing these programs to build both the supply infrastructure (contractors) and demand for services (consumers). The intent is to develop a long-term, thriving market for energy improvements in which reducing energy and water use in one's home becomes a "social norm," with contractors visibly working throughout the community. To expand the pool of quality service providers, Utilities will support opportunities for training, mentoring, certification and business development. This infrastructure will dovetail with other efforts such as building high-performance new homes and publicly supported weatherization for income -qualified residents. By developing robust programs and a supportive infrastructure, Fort Collins will develop a reputation as a progressive community that supports best -practice improvement approaches. Existing Fort Collins -area service providers will have opportunities to expand and improve their services; quality contractors from elsewhere will be drawn to provide services here. Utilities is making a commitment to offer the programs described below for a minimum of five years. The programs will evolve with experience. Utilities involvement will be highest in the early years, supporting service providers as they learn to deliver quality work. Utilities energy efficiency programs also include a focus on quality assurance and control to ensure the responsible use of ratepayer funds. Utilities provides other programs and services targeting specific equipment, such as consumer appliances and residential lighting. 2. Program Description The Home Efficiency Program (Program) is an audit and home improvement program for Utilities customers. The goal of the Program is the completion of independently verified energy and water efficiency projects for existing homes. Homeowners will be able to access services at two levels: installation of targeted efficiency measures (Level 1) or home -performance contracting (Level 2). Home -performance contracting follows the Home Performance with ENERGY STAR° model but will not be tied to ENERGY STAR°. The program will encourage residents to implement energy and water savings improvements by providing: • Audits. There will be two levels of audits corresponding to the two levels of improvements. Level 1 is a standardized audit with visual inspections and limited performance testing. Level 2 is an in-depth, whole -house audit with a greater emphasis on performance testing and problem solving. Audit costs for both levels will be subsidized by Utilities. • Home -specific improvement recommendations. Level 1 auditors will recommend targeted efficiency measures such as insulation, air sealing, windows and mechanical system upgrades. If appropriate, they may also recommend that customers utilize Level 2 services. Level 2 auditors will recommend custom, integrated packages of improvements to address customer needs. • Approved contractor network. Utilities is defining qualifications for two groups of contractors eligible to provide services under the program. Specialty Contractors will typically install targeted efficiency measures. Home Performance Contractors will install integrated packages of improvements. • Rebates and financing options. Utilities will be providing significant rebates and/or financing for targeted efficiency and home performance measures. • Project support and coaching. Customers will be encouraged to contact Utilities Program staff to discuss audit results and improvement recommendations. • Quality control. Auditors will inspect all Level 1 targeted efficiency measures. A sample of audits and completed jobs will be independently verified for both levels. Eligible housing types in this program include single-family detached and attached housing, and duplexes. Both owner -occupied and rental properties will be eligible (in the case of rental housing, the program will be directed at the owner). Best practices, quality workmanship and a high level of installed performance are expectations that underlie this program. Preliminary program goals are based on experience in programs elsewhere around the country: 300 audits (150 completed projects) in the first year of the program and 600 audits (300 completed projects) in the second year and subsequent years of the program. We expect the start-up phase to begin in November 2009, leading to full implementation in January 2010. 3. Purpose of RFP Utilities is seeking proposals from service providers specializing in residential energy and water audits. The purpose of this process is to retain the services of one or more providers, based on qualifications, pricing and capacity. Utilities anticipates hiring the minimum number of qualified service providers to meet Program goals (up to five), working under contract to the City of Fort Collins Utilities. 4. Scope The Program will utilize two levels of audits, with different levels of complexity and scope, using these protocols and reporting methods. Audit Contractor Role — Level 1 Audits and Reportinq Level 1 audits are focused on the following objectives: • Identify key customer concerns and goals • Provide a technical assessment of existing conditions and potential energy and water efficiency improvements in individual homes • Evaluate combustion safety hazards • Educate homeowners about techniques for conserving energy and water • Provide homeowners with a list of approved contractors for proposed measures Level 1 audits will be standardized, including the following elements: • Utility bill analysis (data and preliminary interpretation provided by Utilities) • Customer interview • Visual assessment of the interior and exterior of the dwelling, including looking for clues of moisture problems and issues related to solar gains • Visual assessment of energy components: o Insulation o Heating and cooling equipment and ductwork o Fireplaces and wood stoves o Electrical appliances o Lighting o Crawl space and attics: enter space and do cursory inspection o Identification of clear versus low-e-coated glazing • Measurement of whole -house air leakage, using blower door • Thermal scan of shell, using infrared camera scan (weather permitting) • Collect thermostat information • For gas -fired furnaces: measurement of furnace heat rise and external static pressure • Combustion safety testing (ambient CO in utility room, spillage potential under worst -case conditions, carbon monoxide production, for gas -fired furnace, water heater, oven, fireplace) • Electrical monitoring of the refrigerator • Identification of air handling unit motor size and type • Measure hot water temperature 4 • Measurement of water flow rates at showerheads and lavatories • Assessment of toilet flush volume • Provide preliminary recommendations to customer during initial site visit • Documentation of the audit by taking digital photos of the exterior of the home, specific problem areas and items pertinent to potential improvements; identify style of home; verify approximate square footage versus assessors data. • Complete standardized report for review by Utilities • Deliver report to customer (via mail or email; method to be determined during audit), providing interpretation and relevant collateral materials and being available for follow-up questions from customer (maximum 1 hour of consultation) Audit Contractor Role — Inspection of Level 1 Improvements Level 1 Auditors will also inspect targeted efficiency measures installed under Level 1 of the Program. Inspection may include both visual assessment and performance -testing, depending upon the specific measures installed. The benchmark will be installation standards that set expectations for quality workmanship and installed performance. Audit Contractor Role — Level 2 Audits and Reporting Level 2 audits are focused on the following objectives: • Identify key customer concerns and goals • Identify root causes for energy and water use problems and related comfort, health/safety and durability problems • Develop prioritized recommendations to solve the problems • Educate homeowners about techniques for conserving energy and water • Provide homeowner a list of approved contractors for proposed measures (list may include Level 2 auditor who is also on the list of approved contractors for home performance) Level 2 audits are more in-depth and somewhat customized to meet customer needs. They include all the elements of the Level 1 audit, plus, at minimum: • Detailed inspection of the attic and crawl space (thermal bypasses, insulation details at common problem areas, heating/cooling ductwork in these spaces, ventilation ductwork, whole -house fans, passive venting, powered attic ventilators) • Measurement of heating system operating efficiency • Measurement of air flow through the furnace and A/C coil • Measurement of AC refrigerant charge (weather permitting) • Electrical usage of the air handler motor Other optional measurements may be necessary based on the nature of the house and equipment. With the approval of the customer, these may be performed as part of the initial audit or may be included in the recommendations of the initial audit: • Connections between the house and the attic, garage, and crawl space • Connections between the ductwork and exterior 0 Duct leakage • Air flow at registers • Pressure imbalances with air handler operating • Operation of zoned heating/cooling systems • Natural gas input rate to combustion appliances • Exhaust fan flows Utilities Representatives Participating auditors are expected to provide a high level of customer service as representatives of Fort Collins Utilities, and to act as ambassadors for the program. 5. Roles of Utilities • Manage the program • Market the program • Schedule audits • Provide utility data (both electric and gas as appropriate) to auditors • Provide County Assessor's square footage data • Provide standardized audit forms, reporting templates, protocols for developing Level 1 recommendations • Review draft audit reports • Provide installation standards to be used for Level 1 improvement inspections • Provide collateral materials • Provide training specific to the Program 6. Timeline • Issue RFP: Wednesday, September 2 • Proposals due: Wednesday, September 23 • Interviews: October 12-13 • Notification: Monday, October 19 • Contracts Completed: Friday, November 6 7. Proposal Contents Each proposal should include the following information, at a minimum. Qualifications and Experience Minimum qualifications include: • Certification as a BPI Building Analyst Professional, or • Successful completion of a Home Performance with ENERGY STAR training, or • Successful completion of another accredited energy building science program (as approved by Fort Collins Utilities), or • At least 5 years experience providing on -site energy audits. 6 Please list all relevant training and qualifications. This includes professional certifications, licenses, professional courses, years of experience, and other relevant qualifications. As applicable, include all reference numbers and expiration dates. Please describe experience with providing energy audits, including the number of years, number of audits performed and scope/type of audits. Describe any utility, agency or program for which you have provided, or currently provide, audit services. Please distinguish between standardized audits and custom home performance type audits in your response. Please describe any home improvement contracting services you offer. If responding as a company rather than an individual, respondent must identify specific personnel who would perform the on -site audit and provide qualification resumes for all personnel assisting in the audit. Equipment and software Individual auditors or companies will be expected to provide the equipment necessary to complete the levels of audits described above. It must be maintained and calibrated so that data is reliable. Please list what equipment you own and would use in performing each level of audit. Please describe any software tools you have used to support auditing, such as recording field data, developing recommendations and producing reports. Audit Pricinq Please specify your proposed person -hours and fees in the table below. Home Size Level 1 Audit Person Level 2 Audit Person Hours and Fee Hours and Fee Up to 3,000 *** -square feet 3,000 sf and *** ** above Inspection Pricinq Please provide an hourly rate schedule for personnel to perform follow-up inspection and testing work. Availability and Capacity Please describe your availability and capacity to support the Program goals related to number of audits in 2010 and subsequent years. REVIEW AND ASSESSMENT Professional firms will be evaluated on the following criteria. These criteria will be the basis for review of the written proposals and interview session. The rating scale shall be from 1 to 5, with 1 being a poor rating, 3 being an average rating, and 5 being an outstanding rating. WEIGHTING QUALIFICATION STANDARD FACTOR 2.0 Scope of Proposal Does the proposal show an understanding of the project objective, methodology to be used and results that are desired from theproject? 2.0 Assigned Personnel Do the persons who will be working on the project have the necessary skills? Are sufficient people of the requisite skills assigned to theproject? 1.0 Availability Can the work be completed in the necessary time? Can the target start and completion dates be met? Are other qualified personnel available to assist in meeting the project schedule if required? Is the project team available to attend meetings as required by the Scope of Work? 1.0 Motivation Is the firm interested and are they capable of doing the work in the required time frame? 2.0 Cost and Do the proposed cost and work hours compare Work Hours favorably with the project Manager's estimate? Are the work hours presented reasonable for the effort required in each project task orphase? 2.0 Firm Capability Does the firm have the support capabilities the assigned personnel require? Has the firm done previous pro'ects of this type and scope? Reference evaluation (Top Ranked Firm) The project Manager will check references using the following criteria. The evaluation rankings will be labeled Satisfactory/Unsatisfactory. STANDARD QUALIFICATION Overall Performance Would you hire this Professional again? Did they show the skills required by thisproject? Timetable Was the original Scope of Work completed within the specified time? Were interim deadlines met in a timely manner? Completeness Was the Professional responsive to client needs; did the Professional anticipate problems? Were problems solved quickly and effectively? Budget Was the original Scope of Work completed within the project budget? Job Knowledge a) If a study, did it meet the Scope of Work? If Professional administered a construction contract, was the project functional upon completion and did it operate properly? Were problems corrected quickly and effectively?